1.3 Summation of Series

2026 Syllabus Objectives

  1. Use the standard results for Σr\Sigma r, Σr2\Sigma r^2, Σr3\Sigma r^3 to find related sums
  2. Use the method of differences to obtain the sum of a finite series (Note: Use of partial fractions to express a general term in a suitable form may be required)
  3. Recognise, by direct consideration of a sum to nn terms, when a series is convergent, and find the sum to infinity in such cases

🔑 Key Concepts and Definitions

What is a Series?

A series is the sum of terms in a mathematical sequence. Historically, mathematicians used infinite series to approximate values such as π\pi and to develop polynomials to approximate other functions. Today, series are used in financial investments and music recording.


📌 Standard Summation Formulae

These are the fundamental results you must memorize and be able to apply:

Formula 1: Sum of a Constant

r=1nk=kn\sum_{r=1}^{n} k = kn

This represents the sum of a constant kk added together nn times.

Formula 2: Sum of the First nn Natural Numbers

r=1nr=n(n+1)2\sum_{r=1}^{n} r = \frac{n(n+1)}{2}

This represents the sum 1+2+3++n1 + 2 + 3 + \ldots + n.

Formula 3: Sum of the Squares of the First nn Natural Numbers

r=1nr2=16n(n+1)(2n+1)\sum_{r=1}^{n} r^2 = \frac{1}{6}n(n+1)(2n+1)

This represents the sum 12+22+32++n21^2 + 2^2 + 3^2 + \ldots + n^2.

Formula 4: Sum of the Cubes of the First nn Natural Numbers

r=1nr3=14n2(n+1)2\sum_{r=1}^{n} r^3 = \frac{1}{4}n^2(n+1)^2

This represents the sum 13+23+33++n31^3 + 2^3 + 3^3 + \ldots + n^3.

Important: These formulae are NOT given in the exam - you must memorize them!


⚡ Using Standard Results to Find Related Sums

Strategy for Complex Summations

When faced with more complex summations, follow these steps:

  1. Expand the general term if necessary
  2. Separate into individual summations using linearity properties
  3. Apply the standard formulae
  4. Simplify algebraically to obtain the final answer

Example 1: Linear Combination

Problem: Find r=1n(4r+1)\sum_{r=1}^{n} (4r + 1). Hence determine the value of r=1748(4r+1)\sum_{r=17}^{48} (4r + 1).

Solution:

Step 1: Separate the summation

r=1n(4r+1)=4r=1nr+r=1n1\sum_{r=1}^{n} (4r + 1) = 4\sum_{r=1}^{n} r + \sum_{r=1}^{n} 1

Step 2: Apply standard formulae

=4×n(n+1)2+n= 4 \times \frac{n(n+1)}{2} + n

Step 3: Simplify

=2n(n+1)+n=2n2+2n+n=2n2+3n= 2n(n+1) + n = 2n^2 + 2n + n = 2n^2 + 3n

Step 4: For the range r=17r = 17 to 4848, use subtraction

r=1748(4r+1)=r=148(4r+1)r=116(4r+1)\sum_{r=17}^{48} (4r + 1) = \sum_{r=1}^{48} (4r + 1) - \sum_{r=1}^{16} (4r + 1)

=(2×482+3×48)(2×162+3×16)= (2 \times 48^2 + 3 \times 48) - (2 \times 16^2 + 3 \times 16)

=(4608+144)(512+48)=4752560=4192= (4608 + 144) - (512 + 48) = 4752 - 560 = 4192

Example 2: Sum of Odd Numbers (Two Methods)

Problem: Find an expression for 1+3+5+7+1 + 3 + 5 + 7 + \ldots for the first nn terms.

Method 1: Direct approach using the rr-th odd number formula

The rr-th odd number is 2r12r - 1, so:

r=1n(2r1)=2r=1nrr=1n1\sum_{r=1}^{n} (2r - 1) = 2\sum_{r=1}^{n} r - \sum_{r=1}^{n} 1

=2×n(n+1)2n=n(n+1)n=n2= 2 \times \frac{n(n+1)}{2} - n = n(n+1) - n = n^2

Method 2: Using even-odd separation

Consider the sum of the first 2n2n natural numbers, then subtract the even terms:

r=12nrr=1n(2r)=(2n)(2n+1)22×n(n+1)2\sum_{r=1}^{2n} r - \sum_{r=1}^{n} (2r) = \frac{(2n)(2n+1)}{2} - 2 \times \frac{n(n+1)}{2}

=n(2n+1)n(n+1)=2n2+nn2n=n2= n(2n+1) - n(n+1) = 2n^2 + n - n^2 - n = n^2

Example 3: Quadratic Expression

Problem: Find an expression in terms of nn for r=1n(3r24r+2)\sum_{r=1}^{n} (3r^2 - 4r + 2).

Solution:

r=1n(3r24r+2)=3r=1nr24r=1nr+r=1n2\sum_{r=1}^{n} (3r^2 - 4r + 2) = 3\sum_{r=1}^{n} r^2 - 4\sum_{r=1}^{n} r + \sum_{r=1}^{n} 2

=3×16n(n+1)(2n+1)4×12n(n+1)+2n= 3 \times \frac{1}{6}n(n+1)(2n+1) - 4 \times \frac{1}{2}n(n+1) + 2n

=12n(n+1)(2n+1)2n(n+1)+2n= \frac{1}{2}n(n+1)(2n+1) - 2n(n+1) + 2n

=12(2n3+3n2+n)2n22n+2n= \frac{1}{2}(2n^3 + 3n^2 + n) - 2n^2 - 2n + 2n

=n3+32n2+12n2n2= n^3 + \frac{3}{2}n^2 + \frac{1}{2}n - 2n^2

=n312n2+12n= n^3 - \frac{1}{2}n^2 + \frac{1}{2}n

Example 4: Product Expression Requiring Expansion

Problem: Find an expression in terms of nn for r=1nr2(r1)\sum_{r=1}^{n} r^2(r - 1).

Solution:

Step 1: Expand the general term

r=1nr2(r1)=r=1n(r3r2)\sum_{r=1}^{n} r^2(r - 1) = \sum_{r=1}^{n} (r^3 - r^2)

Step 2: Separate and apply formulae

=r=1nr3r=1nr2=14n2(n+1)216n(n+1)(2n+1)= \sum_{r=1}^{n} r^3 - \sum_{r=1}^{n} r^2 = \frac{1}{4}n^2(n+1)^2 - \frac{1}{6}n(n+1)(2n+1)

Step 3: Factor out common terms

=n(n+1)[n(n+1)42n+16]= n(n+1)\left[\frac{n(n+1)}{4} - \frac{2n+1}{6}\right]

Step 4: Simplify the bracketed expression

=n(n+1)12[3n(n+1)2(2n+1)]= \frac{n(n+1)}{12}\left[3n(n+1) - 2(2n+1)\right]

=n(n+1)12(3n2+3n4n2)= \frac{n(n+1)}{12}(3n^2 + 3n - 4n - 2)

=n(n+1)12(3n2n2)= \frac{n(n+1)}{12}(3n^2 - n - 2)

Step 5: Factor the quadratic

=n(n+1)12(n1)(3n+2)= \frac{n(n+1)}{12}(n - 1)(3n + 2)

=112n(n+1)(n1)(3n+2)= \frac{1}{12}n(n+1)(n-1)(3n+2)

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